IFSL Marlborough Special Situations A AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 26.10 | -12.20 | 19.42 | 16.41 | 20.12 | -32.11 | -1.71 | 4.42 |
+/- Category | 0.14 | -0.22 | -5.84 | 9.11 | -2.73 | -8.08 | -1.48 | 0.19 |
+/- Category Index | - | - | - | - | - | - | -8.62 | 3.72 |
% Rank in Category | 56 | 44 | 87 | 16 | 71 | 81 | 69 | 39 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.55 | -0.04 | -0.01 |
1 Week | 2.01 | 0.01 | -0.03 |
1 Month | 6.35 | 1.91 | 4.16 |
3 Months | 5.96 | 0.60 | 0.66 |
6 Months | 18.56 | 2.45 | 6.65 |
YTD | 4.96 | -0.23 | 3.05 |
1 Year | 5.62 | -0.19 | 1.15 |
3 Years Annualised | -10.03 | -4.68 | -5.87 |
5 Years Annualised | 1.07 | -2.19 | 0.47 |
10 Years Annualised | 5.46 | -0.35 | 1.33 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.41 | - | - | - |
2023 | -4.22 | -2.87 | -1.64 | 7.42 |
2022 | -14.38 | -12.63 | -11.43 | 2.46 |
2021 | 7.53 | 7.80 | 5.27 | -1.57 |
2020 | -28.82 | 24.92 | 9.26 | 19.82 |
2019 | 5.06 | 4.15 | -1.21 | 10.47 |
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